Kenny Deane signed Woodberry Forest School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Woodberry Forest School's EIN is 54-0519590.
Download the official 2024 Form 5500 (PDF) for Woodberry Forest School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Woodberry Forest School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 82-1434504 | — | ADVISOR | $85K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANTZMON WIEBEL, LLP | 54-0618213 | — | AUDITOR | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan US Equity R6 Mutual Fund n/a | Other securities | — | — | $7.1M | 9.2% | |
| JP Morgan SmartRet Bl 2035 R6 Mutual Fund n/a | Other securities | — | — | $6.4M | 8.3% | |
| TIAA Traditional Non Benefit Responsive Fixed Annuity Contract n/a | Mutual Funds | — | — | $5.8M | 7.5% | |
| CREF Stock R1 Mutual Fund n/a | Mutual Funds | — | — | $5.6M | 7.3% | |
| JP Morgan SmartRet Bl 2030 R6 Mutual Fund n/a | Other securities | — | — | $5.3M | 6.8% | |
| Vanguard 500 Idx Adm Mutual Fund n/a | Common Collective Trusts | — | — | $4.7M | 6.1% | |
| TIAA Stable Value Fixed Annuity Contract n/a | Stable Value | — | — | $3.2M | 4.1% | |
| JP Morgan SmartRet Bl Inc R6 Mutual Fund n/a | Common Stocks | — | — | $3.1M | 4.0% | |
| College Retirement Equities Fund variable annuities Nuveen Large Cap Gr Idx R6 | Common Collective Trusts | — | — | $2.8M | 3.6% | |
| College Retirement Equities Fund variable annuities JPMorgan SmartRet Bl 2025 R6 | Other securities | — | — | $2.7M | 3.5% | |
| JP Morgan SmartRet Bl 2040 R6 Mutual Fund n/a | Other securities | — | — | $2.7M | 3.5% | |
| College Retirement Equities Fund variable annuities GoldmanSachs GQG PartItl Op R6 | Other securities | — | — | $2.4M | 3.1% | |
| JP Morgan SmartRet Bl 2050 R6 Mutual Fund n/a | Other securities | — | — | $2.2M | 2.8% | |
| TIAA Traditional Non Benefit Responsive 2 Fixed Annuity Contract n/a | Mutual Funds | — | — | $2.1M | 2.7% | |
| Vanguard Small-Cap Idx Adm Mutual Fund n/a | Common Collective Trusts | — | — | $1.8M | 2.4% | |
| CREF Growth R1 Mutual Fund n/a | Mutual Funds | — | — | $1.7M | 2.2% | |
| Vanguard Mid-Cap Idx Adm Mutual Fund n/a | Common Collective Trusts | — | — | $1.6M | 2.1% | |
| American Century Ultra Fund R6 Mutual Fund n/a | Other securities | — | — | $1.6M | 2.0% | |
| JP Morgan SmartRet Bl 2045 R6 Mutual Fund n/a | Other securities | — | — | $1.5M | 1.9% | |
| Vanguard Value Index Adm Mutual Fund n/a | Mutual Funds | — | — | $1.1M | 1.4% | |
| College Retirement Equities Fund variable annuities JPMorgan SmartRet Bl 2055 R6 | Other securities | — | — | $989K | 1.3% | |
| Vanguard Devlopd Mkts Idx Adm Mutual Fund n/a | Common Collective Trusts | — | — | $969K | 1.3% | |
| TIAA Traditional Benefit Responsive Fixed Annuity Contract n/a | Mutual Funds | — | — | $921K | 1.2% | |
| CREF Money Market R1 Mutual Fund n/a | Mutual Funds | — | — | $903K | 1.2% | |
| College Retirement Equities Fund variable annuities JPMorgan SmRet Blend 2060 R6 | Other securities | — | — | $866K | 1.1% | |
| Lord Abbett Total Return R6 Mutual Fund n/a | Mutual Funds | — | — | $617K | 0.8% | |
| College Retirement Equities Fund variable annuities Nuveen Core Plus Bond R6 | Mutual Funds | — | — | $582K | 0.8% | |
| CREF Global Equities R1 Mutual Fund n/a | Mutual Funds | — | — | $552K | 0.7% | |
| JP Morgan SmtRtm Inc Fd Cl R6 Mutual Fund n/a | Common Stocks | — | — | $522K | 0.7% | |
| Carillon Eagle Mid Cap Grw R6 Mutual Fund n/a | Other securities | — | — | $511K | 0.7% | |
| Principal Real Estate Sec R6 Mutual Fund n/a | Other securities | — | — | $497K | 0.6% | |
| PIMCO Real Return Inst Class Mutual Fund n/a | Mutual Funds | — | — | $475K | 0.6% | |
| CREF Equity Index R1 Mutual Fund n/a | Common Collective Trusts | — | — | $424K | 0.5% | |
| Vanguard Emr Mkts Stk Idx Adm Mutual Fund n/a | Common Collective Trusts | — | — | $401K | 0.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $373K | 0.5% | |
| PIMCO Income Fd Institutional Mutual Fund n/a | Mutual Funds | — | — | $325K | 0.4% | |
| CREF Core Bond R1 Mutual Fund n/a | Mutual Funds | — | — | $220K | 0.3% | |
| Putnam Large Cap Value Fund R6 Mutual Fund n/a | Mutual Funds | — | — | $169K | 0.2% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | Participant loans | — | — | $131K | 0.2% | |
| State Street Aggrgte Bnd Indx K Mutual Fund n/a | Other securities | — | — | $103K | 0.1% | |
| AME Capital World Bd Fd Cl R6 Mutual Fund n/a | Other securities | — | — | $100K | 0.1% | |
| CREF Social Choice R1 Mutual Fund n/a | Mutual Funds | — | — | $97K | 0.1% | |
| CREF Inflation-Linked Bond R1 Mutual Fund n/a | Mutual Funds | — | — | $96K | 0.1% | |
| TIAA Access Lifecycle 2030 T4 Mutual Fund n/a | Mutual Funds | — | — | $85K | 0.1% | |
| TIAA Access Lifecycle 2040 T4 Mutual Fund n/a | Mutual Funds | — | — | $72K | <0.1% | |
| Allspring Spec Md Cp Val R6 Mutual Fund n/a | Other securities | — | — | $51K | <0.1% | |
| TIAA Access Mid-Cap Val T4 Mutual Fund n/a | Mutual Funds | — | — | $49K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Sm Cp Bl Ix T4 | Mutual Funds | — | — | $46K | <0.1% | |
| TIAA Access Lg-Cap Val T4 Mutual Fund n/a | Mutual Funds | — | — | $42K | <0.1% | |
| TIAA Access Real Est Secs T4 Mutual Fund n/a | Mutual Funds | — | — | $36K | <0.1% |
